See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,193 | $65,561-32.6% | $86,188-48.7% | $75,163-41.2% |
| Participation rate | 93.8% | 60.5%+33.3pp | 69.0%+24.8pp | 67.2%+26.6pp |
| Annual return | 16.71% | 46.05%-29.3pp | 1168.45%-1151.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $947 | $1,553-39.0% | $2,380-60.2% | $2,670-64.5% |
| Participant deferral / active EE | $2,578 | $3,024-14.7% | $3,985-35.3% | $4,125-37.5% |
| Admin fee / account holder | $689 | $5,474-87.4% | $6,852-89.9% | $5,651-87.8% |